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Sponsor portfolio

RUDY'S MARKETS, INC.

EIN 93-1068761-food & beverages-Latest filing 2025
Plans
3
Retirement
2
$21.3M assets
Welfare
1
$196K premiums
Participants
415
1121 NW NEWPORT AVENUE - BEND, OR 97703541-382-3940LinkedIn51-200 employeesfood & beverages
Plans on this EIN
3 filings
#002ESOP-$15.1M - 118 part#001401k-$6.2M - 166 part#502Mixed-$196K - 135 lives

Retirement portfolio analytics

2 plans aggregated / $21.3M assets / 284 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • PLAN AND TRUST (#002)71%
  • 401(K) RETIREMENT PLAN (#001)29%
Total $21.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)166
  • PLAN AND TRUST (#002)118
Total 284Click row to drill in

Benefits portfolio analytics

1 plan / $196K premiums / 135 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$130K
  • Other$130K
  • Short-term disability$115K
  • Dental$66K
  • Long-term disability$15K
Total $196K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
58%top
  • UNUM LIFE INSURANCE COMPANY OF AMERICA58%
  • DELTA DENTAL OF CALIFORNIA34%
  • METROPOLITAN LIFE INSURANCE COMPANY8%
Total $196K3 slices

Broker market share

Schedule A broker compensation

Split broker
56%top
  • JD FULWILER AND COMPANY56%
  • WORKSITE BENEFIT SERVICES12%
  • MARGARET BRYANT11%
  • ISAACSON INSURANCE AGENCY LLC10%
  • BENEFITS BY DESIGN INC6%
  • +2 more
Total $36K7 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

RUDY'S MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUST

ESOP

Assets$15.1M
Participants118
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001

RUDY'S MARKETS, INC. 401(K) RETIREMENT PLAN

401k

Assets$6.2M
Participants166
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

RUDY'S MARKETS, INC. BENEFIT PLAN

Mixed - COLONIAL LIFE & ACCIDENT INSURANCE COMPANY

Premiums$196K
Covered lives135
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002RUDY'S MARKETS, INC. EMPLOYEE STOCK OWNERSHIP PLAN AND TRUSTESOP$15.1M1182024
001RUDY'S MARKETS, INC. 401(K) RETIREMENT PLAN401k$6.2M1662024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502RUDY'S MARKETS, INC. BENEFIT PLANMixedCOLONIAL LIFE & ACCIDENT INSURANCE COMPANY$196K1352025
Retirement plans
Welfare plans
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